&Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

&Partners’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.8M	Buy	502,987 +87,367	+21%	+$4.55M	0.12%	156
2025 Q4	$22.8M	Buy	415,620 +68,807	+20%	+$3.67M	0.12%	163
2025 Q3	$18.7M	Buy	346,813 +64,711	+23%	+$3.43M	0.12%	160
2025 Q2	$14.8M	Buy	282,102 +64,302	+30%	+$3.18M	0.11%	175
2025 Q1	$10.8M	Buy	217,800 +63,566	+41%	+$3.19M	0.11%	178
2024 Q4	$7.5M	Buy	154,234 +79,537	+106%	+$3.85M	0.09%	219
2024 Q3	$3.39M	Buy	74,697 +42,636	+133%	+$1.86M	0.07%	263
2024 Q2	$1.32M	Buy	32,061 +26,211	+448%	+$1.08M	0.06%	282
2024 Q1	$246K	Buy	+5,850	New	+$231K	0.03%	415
2021 Q4	–	Sell	-9,520	Closed	-$357K	–	189
2021 Q3	$357K	Buy	9,520 +850	+10%	+$31.8K	0.23%	99
2021 Q2	$318K	Buy	+8,670	New	+$317K	0.21%	114

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

&Partners's XLF Position: Q1 2026 in Review

&Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 21% in Q1 2026, buying an estimated $4.55M and bringing the position to 502,987 shares worth $24.8M. The position accounts for 0.12% of the portfolio, ranked #156.

&Partners first reported a position in XLF in Q2 2021 and has held it in 11 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

&Partners held 502,987 shares of State Street Financial Select Sector SPDR ETF worth $24.8M as of Q1 2026.
&Partners bought 87,367 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $4.55M.
State Street Financial Select Sector SPDR ETF made up 0.12% of &Partners's portfolio in Q1 2026, its #156 holding.
&Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 11 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.